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JB Capital’s Apple AAPL Stock Holding History

JB Capital’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.8M Buy
133,202
+1,290
+1% +$336K 1.37% 16
2025
Q4 		$35.9M Sell
131,912
-11,785
-8% -$3.16M 1.46% 14
2025
Q3 		$36.6M Sell
143,697
-10,897
-7% -$2.46M 1.58% 14
2025
Q2 		$31.7M Buy
154,594
+2,099
+1% +$424K 1.54% 15
2025
Q1 		$33.9M Sell
152,495
-77
-0.1% -$17.8K 1.87% 12
2024
Q4 		$38.2M Buy
152,572
+703
+0.5% +$166K 2.14% 11
2024
Q3 		$35.4M Buy
151,869
+1,653
+1% +$369K 2.03% 11
2024
Q2 		$31.6M Buy
150,216
+18,429
+14% +$3.44M 1.98% 11
2024
Q1 		$22.6M Buy
131,787
+14,084
+12% +$2.56M 1.5% 13
2023
Q4 		$22.7M Sell
117,703
-52
-0% -$9.6K 1.67% 13
2023
Q3 		$20.2M Buy
117,755
+6,214
+6% +$1.14M 1.7% 10
2023
Q2 		$21.6M Sell
111,541
-4,229
-4% -$737K 1.83% 12
2023
Q1 		$19.1M Buy
115,770
+3,111
+3% +$459K 1.74% 12
2022
Q4 		$14.6M Buy
112,659
+4,684
+4% +$669K 1.43% 13
2022
Q3 		$14.9M Buy
107,975
+42,021
+64% +$6.6M 1.64% 9
2022
Q2 		$9.02M Buy
65,954
+5,928
+10% +$898K 0.97% 15
2022
Q1 		$10.5M Buy
60,026
+5,706
+11% +$960K 1.02% 16
2021
Q4 		$9.65M Sell
54,320
-3,226
-6% -$510K 0.94% 18
2021
Q3 		$8.14M Buy
+57,546
New +$8.47M 1.05% 13

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JB Capital's AAPL Position: Q1 2026 in Review

JB Capital increased its Apple (AAPL) stake by 0.98% in Q1 2026, buying an estimated $336K and bringing the position to 133,202 shares worth $33.8M. The position accounts for 1.37% of the portfolio, ranked #16.

JB Capital first reported a position in AAPL in Q3 2021 and has held it in 19 quarters since. The position peaked at $38.2M in Q4 2024. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • JB Capital held 133,202 shares of Apple worth $33.8M as of Q1 2026.
  • JB Capital bought 1,290 Apple shares in Q1 2026, an estimated $336K.
  • Apple made up 1.37% of JB Capital's portfolio in Q1 2026, its #16 holding.
  • JB Capital first reported a position in Apple in Q3 2021 and has held it in 19 quarters since.
  • JB Capital's Apple position peaked at $38.2M in Q4 2024.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.